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iShares MBS ETF
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Overview Fund Activity

759 hedge funds and large institutions have $24.2B invested in iShares MBS ETF in 2023 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 260 increasing their positions, 352 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
759
Holders Change
-18
Holders Change %
-2.32%
% of All Funds
12.1%
Holding in Top 10
74
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.33%
% of All Funds
1.18%
New
76
Increased
260
Reduced
352
Closed
80
Calls
$192M
Puts
$35.2M
Net Calls
+$157M
Net Calls Change
+$167M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$350M
2
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
+$263M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$242M
4
RWP
RWA Wealth Partners
Massachusetts
+$159M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$150M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$739M
2
OPAM
Ocean Park Asset Management
California
-$182M
3
Jane Street
Jane Street
New York
-$96.8M
4
RJA
Raymond James & Associates
Florida
-$83M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$63.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
126
Kingsview Wealth Management
Oregon
$13.1M +$4.43M +49,915 +51%
SC
127
Syon Capital
California
$13M +$13M +146,648 New
LWA
128
LWS Wealth Advisors
New Jersey
$12.6M +$3.08M +34,723 +33%
KAS
129
Kestra Advisory Services
Texas
$12.5M +$741K +8,343 +6%
MSWMA
130
Market Street Wealth Management Advisors
Indiana
$12.5M -$11.9K -134 -0.1%
PWM
131
Perigon Wealth Management
California
$12.4M -$788K -8,873 -6%
BCM
132
Boltwood Capital Management
California
$12.2M +$1.38M +15,492 +13%
IWP
133
Icon Wealth Partners
Texas
$12.1M -$3.05M -34,376 -20%
MFWM
134
Motley Fool Wealth Management
Virginia
$12M +$431K +4,859 +4%
GRP
135
Global Retirement Partners
California
$12M -$92.8K -1,062 -0.8%
CCA
136
Checchi Capital Advisers
California
$12M +$4.29M +48,259 +56%
HighTower Advisors
137
HighTower Advisors
Illinois
$11.8M +$4M +45,049 +51%
MCWS
138
McKinley Carter Wealth Services
West Virginia
$11.7M +$865K +9,745 +8%
PAIA
139
Park Avenue Institutional Advisers
New York
$11.6M – – –
TWA
140
Tandem Wealth Advisors
Arizona
$11.6M +$442K +4,977 +4%
SW
141
SteelPeak Wealth
California
$11.2M -$6.88M -77,455 -38%
LWA
142
Lineweaver Wealth Advisors
Ohio
$11.2M +$290K +3,269 +3%
HH
143
Hilltop Holdings
Texas
$11.1M -$294K -3,310 -3%
RCAG
144
Rehmann Capital Advisory Group
Michigan
$11.1M +$475K +5,344 +4%
CM
145
Columbus Macro
Pennsylvania
$10.9M +$1.84M +20,758 +20%
CSPIA
146
Cary Street Partners Investment Advisory
Virginia
$10.6M -$141K -1,585 -1%
GC
147
Guggenheim Capital
Illinois
$10.4M +$890K +10,028 +9%
APW
148
Austin Private Wealth
Texas
$10.4M -$3.19M -35,931 -23%
SMI
149
Shelter Mutual Insurance
Missouri
$10.3M – – –
KL
150
KWMG LLC
Kansas
$10.2M +$542K +6,104 +6%
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